Senior Financial Analyst

Quorum Federal Credit Union

Senior Financial Analyst at Quorum Federal Credit Union responsible for FP&A, risk management, and enhancing treasury functions. Leverages advanced analytics and AI tools to improve decision-making.

Posted 5/27/2026full-timeRemote • New York • 🇺🇸 United StatesSenior💰 $94,300 - $114,300 per yearWebsite

Tech Stack

Tools & technologies

PythonSQLTableau

About the role

Key responsibilities & impact

Facilitate the development and consolidation of forecasts and long-range financial plans.
Analyze variances and provide clear, actionable recommendations to business leaders.
Partner with department leaders to evaluate assumptions and improve financial predictability.
Develop dashboards, models, and reporting tools to support decision-making.
Leverage advanced analytics, financial technologies, and emerging AI tools to enhance forecasting, automate reporting, and improve decision-making.
Identify opportunities to integrate automation, machine learning models, or data visualization tools to drive efficiency and deeper financial insights.
Support balance sheet strategy, including liquidity planning, cash management, and investment portfolio.
Assist in interest rate risk modeling and financial scenario analysis.
Provide recurring and ad hoc analysis to guide financial performance and capital allocation.
Facilitate enterprise risk management (ERM) program and semi-annual risk assessments.
Collaborate with business units to identify, assess, and mitigate financial and operational risks.
Enhance risk reporting frameworks and ensure alignment with organizational objectives.
Evaluate and support business investments through ROI modeling, cost-benefit analysis, and ongoing performance tracking, while delivering product-level profitability insights to inform pricing, growth, and strategic decision-making.
Perform general ledger analysis, reconciliation, and ensure integrity of financial data.
Maintain and update financial policies, procedures, and internal controls.
Ensure compliance with GAAP, regulatory requirements, and internal standards.
Partner with leaders across the organization to deliver financial insights and recommendations.
Communicate complex financial concepts clearly to non-financial stakeholders.
Promote a collaborative, service-oriented work environment.
Stay informed of industry trends, regulatory changes, and emerging technologies.
Identify opportunities to improve processes, reporting capabilities, and financial performance.

Requirements

What you’ll need

Bachelor’s degree in Finance, Accounting, or related field
3–5+ years of experience in finance, accounting, or treasury functions
Credit union, Banking, or risk management related experience is a plus
Strong analytical, problem-solving, and financial modeling skills
Ability to manage multiple priorities independently and meet tight deadlines
High level of integrity, professionalism, and attention to detail
Advanced proficiency in Excel; working knowledge of financial systems and reporting tools
Experience using data analytics, financial technology platforms, or AI-driven tools (e.g., Power BI, Tableau, Python, SQL, or similar) to support financial modeling, forecasting, and reporting

Benefits

Comp & perks

Excellent health insurance packages with a Health Reimbursement Account option
Life, AD&D, Short-Term Disability and Travel Insurance
401k plan with company match dollar for dollar up to 6 percent*
Generous time-off policy with paid time off (PTO), volunteer time off (VTO), birthday PTO, and company-observed holidays
Monthly stipend for wellness activities and mental health*
Tuition reimbursement
Pet Benefits, including insurance, discounts, “pawternity” PTO day, and more
Bonus/commission plan for qualifying roles
Employee perks (including mortgage discounts!)
PTO purchase and sell-back programs
Rewards and peer recognition programs
Trust-based, out-come oriented remote work environment for most roles * After 6 months of service

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial modelingvariance analysisforecastingrisk assessmentcash managementinterest rate risk modelingdata visualizationgeneral ledger analysiscompliance with GAAPcost-benefit analysis

Soft Skills

analytical skillsproblem-solvingattention to detailcommunicationcollaborationprofessionalismservice-orientedindependencetime managementadaptability